Elizabeth (Liz) G Prophete

Senior Vice President, Private Client Advisor II
824 A1a N
Ponte Vedra Beach FL 32082
(904) 686.3527
Certain Bank of America Private Bank associates on this team are FINRA registered. For more information visit
Professional Profile
Elizabeth ("Liz") Prophete is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Jacksonville, Florida. She serves as the lead advisor for high-net-worth individuals and families, helping them simplify financial complexity and align their wealth with what matters most. Through thoughtful planning, strategic advice, and a highly personalized approach, Liz partners with clients to navigate important life transitions, preserve wealth across generations, and pursue their long-term goals with confidence.
Known for her dedication to client service and relationship-driven style, Liz works closely with a team of specialists to provide comprehensive wealth management solutions tailored to each client's unique circumstances. She believes that every family's financial story is different and that successful wealth planning requires a deep understanding of personal values, family dynamics, business interests, legacy aspirations, and philanthropic goals.
Liz's approach integrates the full capabilities of Bank of America Private Bank, including investment management, trust and estate planning services, private banking, lending strategies, and wealth transfer solutions. She also has experience supporting clients with specialized needs, including liquidity events, next-generation education and stewardship, concentrated wealth strategies, and customized credit solutions.
Liz has been with Bank of America for more than a decade and brings nearly 17 years of experience in financial services. Throughout her career, she has focused on helping affluent and high-net-worth clients make informed financial decisions while building lasting, trusted relationships. Before joining the Private Bank, she advised clients through Merrill Edge at Bank of America. Prior to that, she held roles within Fidelity Investments' Active Trader Services and Private Client Group, where she developed a strong foundation in investment strategy and client relationship management.
Outside of her professional work, Liz remains active in the Jacksonville community and has supported organizations including the Women's Giving Alliance and PACE Center for Girls. She studied Financial Services in Jacksonville and is passionate about lifelong learning, wellness, travel, and discovering new perspectives through books and podcasts.
Above all, family is at the center of Liz's life and values. She and her husband are raising their daughter in Jacksonville and are excited to be growing their family. Much of her perspective as an advisor is shaped by her own experiences balancing career, family, and long-term planning. She understands that wealth is about more than finances—it's about creating opportunities, protecting what matters most, and building a meaningful legacy for future generations.
Meet Our Team
John Milton,

CFA, CFP®

Senior Vice President, Portfolio Mgr III
904.686.3514
Emily McCrea
Senior Vice President, Private Client Manager II
904.686.3513
Jennifer Williams
Senior Vice President, Senior Trust Officer
904.686.3520
Joshua Longmire
Senior Vice President, Portfolio Mgr III
904.791.7024
Victoria P Gorbach
Victoria P Gorbach
Officer, Private Bank Senior Associate
904.686.3507
Caleb Jones,

CTFA

Senior Vice President, Senior Trust Officer
904.686.3511
Key Contacts
Joshua (Josh) Hershey
Assistant Vice President; Portfolio Mgr
Extensive Reach, Innovation and A Legacy of Trust

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.